Your fiduciary firmaugmented
One supervised AI agent to run every mandate. Swiss compliance built in, full audit trail.
- Native CH compliance
- Multi-mandate by design
- Data in Switzerland
The daily reality of a firm, today
Scaling mandates shouldn't mean scaling complexity.
- Juggling between 10 different tools per client.
- Re-entering the same data into 5 different systems.
- Manually verifying VAT compliance and QR-Bill for each client.
- No consolidated view across the client portfolio.
- Error risk multiplied by the number of mandates.
Every unit gain is multiplied by the number of mandates. That's the multiplier effect.
Partner economics
Revenue-share that scales with your book
A transparent commission model, designed to reward each mandate you onboard.
20%
recurring commission
12 months
on every onboarded client
Free partner workspace — you never pay a platform fee, you earn a margin on the mandates you activate
Your partner revenue, transparent
Simulation — final terms defined in the partner agreement.
Your monthly commission
CHF 148
Incremental first-year revenue
CHF 1’770
Commission is paid on the first 12 months of each client's subscription. The partner workspace is free — you never pay a platform fee. Simulation for guidance only.
One cockpit for all your mandates
A single dashboard to manage all your mandates. Every client, every module, every action — in one place.
Your entire portfolio
Consolidated view of all your clients: statuses, active modules, recent activity, KPIs.
Direct access
Access each client's operations directly in one click.
Contextual switching
Switch between clients instantly, without login/logout.
Granular permissions
Control who sees what: by team member, by client, by group.
Compliance, built-in and automated
Compliance is not an add-on — it's woven into every operation.
- Client isolation
- Data in Switzerland
- Audit trail
- Encryption
- Swiss VAT
- QR-Bill
From first call to scale, in 4 steps
Transparent process, no surprises.
Step 1
Discovery
30-minute call to map your portfolio, tooling and operating model.
Step 2
Live demo
Platform walkthrough on a real mandate — no slides, your data.
Step 3
Pilot 1–2 clients
Onboard 1–2 mandates, measure actual time saved and compliance fit.
Step 4
Scale
Ready to augment your firm?
Free partner workspace — you never pay a platform fee, you earn a margin on the mandates you activate
Questions fiduciaries ask
Straight answers to the objections we hear most.
Does Numezis replace Bexio or our existing tools?
No — Numezis coexists with your existing stack. It acts as the partner cockpit and AI layer over your mandates; you decide which modules each client activates.
How long does onboarding take for a new mandate?
A mandate can be operational in a few days using our chart-of-accounts templates and automated import. Timing depends on source data quality — we measure it per pilot.
What happens to our data if we leave?
Full export of accounting entries, invoices, documents and audit trail in standard formats (XML, CSV, PDF). No lock-in.
Do you support multi-currency and multi-country?
Country-aware architecture — Switzerland fully supported today, FR/DE/EU on the roadmap. Multi-currency on invoices, ledger and reporting.
Which firm size is this for?
Fiduciary firms managing 5 to 100+ mandates. The partner workspace is free at every size — you earn a recurring margin on the mandates you activate.
What does the partnership contract look like?
Standard partner agreement covering revenue-share (20% recurring, 12 months), SLA and data processing. Signed after the discovery call and before the pilot.
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